Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 30, 2025Fund LettersMichael CookMOD Modine Manufacturing Co. Consumer DiscretionaryBuilding Products & Equipment Bull NYSEAI, capacity expansion, capital discipline, Cooling, datacenter, EBITDA
Oct 30, 2025Fund LettersMichael CookBCO Brink’s Company IndustrialsSecurity & Protection Services Bull NYSE—
Oct 30, 2025Fund LettersMichael CookCXT Crane NXT Co. IndustrialsElectronic Equipment & Instruments Bull NYSEAuthentication, Brand protection, cash flow, Ip, M&A, Margins, Payment systems, Security
Oct 30, 2025Fund LettersMichael CookWSO Watsco Inc. IndustrialsTrading Companies & Distributors Bull NYSEcash flow, construction, Distribution, growth, HVAC, M&A, market share
Oct 30, 2025Fund LettersMichael CookDAR Darling Ingredients Inc. Consumer StaplesRenewable Fuels Bull NYSEcash flow, Feedstock, Fuels, Margin recovery, Regulatory, renewables, vertical integration
Oct 30, 2025Fund LettersMichael CookBCO Brink’s Company IndustrialsSecurity & Protection Services Bull NYSEbuybacks, capital allocation, Cash management, growth, Outsourcing, recurring revenue, Security
Oct 30, 2025Fund LettersMichael CookMOD Modine Manufacturing Company Consumer DiscretionaryElectrical Components & Equipment Bull NYSEAI, cash flow, data centers, growth, leadership, Margins, Reinvestment, thermal management
Oct 30, 2025Fund LettersMike LoebDFH Dream Finders Homes, Inc. Consumer DiscretionaryHomebuilding Bear NYSEasset-light, backlog, deleveraging, housing cycle, Incentives
Oct 30, 2025Fund LettersMike LoebNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NYSECapacity, GLP-1, Obesity, pipeline, Reimbursement
Oct 30, 2025Fund LettersMike LoebDAVA Endava plc Information TechnologyIT Consulting & Other Services Bull NYSEDigital transformation, M&A optionality, Margin recovery, Multiple re-rating, Utilization
Oct 30, 2025Fund LettersMike LoebPOST Post Holdings, Inc. Consumer StaplesFood Products Bear NYSEbuybacks, capital allocation, Category headwinds, Free Cash Flow, leverage
Oct 30, 2025Fund LettersMarcus BurnsUSLM United States Lime & Minerals, Inc. MaterialsConstruction Materials Bull NASDAQBarriers, cashflow, duopoly, materials, Pricing
Oct 30, 2025Fund LettersMarcus BurnsLPLA LPL Financial Holdings Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAdvisors, cashflow, growth, Platforms, synergies
Oct 30, 2025Short ThesisFuzzy PandaEOSE Eos Energy Enterprises Inc. IndustrialsElectrical Equipment Bear NASDAQbattery technology, clean energy, DOE loan, energy storage, Industrial Equipment, unprofitable growth
Oct 30, 2025SubstackTriples InvestingBUR Burford Capital FinancialsAsset Management Bull -Argentina, Burford Capital, contract claim, damages, expropriation, forum non conveniens, investment risk, Litigation Finance, Second Circuit, YPF
Oct 30, 2025SubstackRijnberk Invest InsightsPYPL PayPal Holdings, Inc. FinancialsCredit Services Bull -Branded checkout, buy now pay later, commerce platform, dividend, Fintech, Free Cash Flow, Omnichannel functionality, Strategic realignment, user engagement, Venmo
Oct 29, 2025Twitter / X@OddDiligenceIMSR Terrestrial Energy Inc. Construction & EngineeringConstruction & Engineering Bull NASDAQCanada, Decarbonization, Molten Salt, Nuclear, OKLO, Reactor, SMR, SPAC
Oct 29, 2025Twitter / X@skewanglesBAS.DE BASF SE ChemicalsDiversified Chemicals Bull Frankfurt Stock Exchange (Xetra)Basf, Chemicals, China, Coatings, Europe, IPO, Solutions, Verbund
Oct 29, 2025Value Investors ClubElCidHXL Hexcel Corporation IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 29, 2025Fund LettersChristian OlesenVTU LN Vertu Motors plc Consumer DiscretionaryAutomotive Retail Bear NYSEAuto retail, Brexit, capital recycling, execution risk, Margins, turnaround

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